Yes, I think that's the one but my biggest takeaway from what I remember was "Apache is okay but..." I remember reading about half a dozen Confluent employees towing the party line and parroting the exact same argument, about how being under Apache was stifling their innovation. And yet Kafka is thriving under Apache, so their arguments smelled fishy as hell.

It sounds like they are setting up the foundation to pull something like what Oracle did with MySQL, and try to take control after countless outside helpers turned the product into something rock solid.